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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,648 | $93,589-13.8% | $135,942-40.7% | $75,181+7.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 17.61% | 30.90%-13.3pp | 68.28%-50.7pp | 160.69%-143.1pp |
| Employer contribution / active EE | $2,459 | $3,537-30.5% | $4,858-49.4% | $2,671-7.9% |
| Participant deferral / active EE | $4,949 | $6,405-22.7% | $7,759-36.2% | $4,126+19.9% |
| Admin fee / account holder | $1,717 | $6,977-75.4% | $10,764-84.0% | $5,650-69.6% |